I know this doesn't affect a huge population of ServiceTitan users, but it does affect those of us in California! Even if it doesn't affect you directly, I'd really appreciate your votes. I need to have the California Compliance invoice for my reside...
Is anyone else using the California Compliance Invoice? How are you getting around that it says HOME IMPROVEMENT CONTRACT on the top of your commercial estimates/invoices?
We are in the Garage Door industry, and provide quotes for new Garage Doors. We have added the pictures of the new Garage Doors to the "Materials" in "PriceBook", however when we print, or email an estimate to a customer, the picture of the New Door ...
Can the programmers please add in an status update? That is what the word status means anyway. We should be able to look at the status of an estimate and see if the job is scheduled, completed or open. This prevents the extra work hunting the account...
Hey everyone! I have noticed as I do our followups that I have had some customers who aren't receiving our estimates via email. When I go back and check the audit trail it shows that the estimate emails have bounced or been dropped. I created an idea...
I would love for Service Titan to give the option to print an estimate for back office, warehouse managers and such that included materials and equipment. The customer facing invoice is great, but a few simple options to add materials and remove the ...
Is anyone else having a problem where they send a customer an invoice, estimate, or reminder via email and it's getting caught in the junk mail folder? Is there a way to fix this on our end without having to coach the customer through how to add us t...
Please vote: COMMUNITY-I-2953 If an ESTIMATE is dismissed, the follow up history will show who dismissed it and when. If an OPPORTUNITY is dismissed, there is no record of it in the follow up history. I need to be able to see who dismissed the opport...
It would be great if there can be an option in the opportunity page (near the sold button) to email an estimate whether there are multiple estimates or just one in the opportunity besides going into the physical estimate to send. Just would be nice t...
Is there a way to duplicate an estimate, then change the service address? This would sure be a timesaver when doing the same work on multiple locations for a client.
| Subject | Author | Posted |
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| 09-09-2024 12:21 PM | ||
| 09-09-2024 11:42 AM | ||
| 08-21-2024 12:56 PM | ||
| 08-14-2024 08:40 AM | ||
| 07-26-2024 08:30 PM |
